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SHUGAR DANIEL S

Disclosed activity across 1 company

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24635
SEC CIK
0001425477

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Nextpower Inc.NXT · Entity 666Director · Chief Executive OfficerAugust 10, 2026August 11, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Nextpower Inc.

Report date August 10, 2026 · Filed August 11, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect871,131 Ending reported balance After 2026-08-10 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-08-10 · Sale · Disposed 14,697 · Balance 924,070

F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $101.81 to $102.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Row 2 · 2026-08-10 · Sale · Disposed 51,779 · Balance 872,291

F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $102.81 to $103.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Row 3 · 2026-08-10 · Sale · Disposed 1,160 · Balance 871,131

F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $103.81 to $104.06, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Common StockSEC Table I · non-derivativeIndirectBy Trust326,544 Reported balance Holding disclosure · report date 2026-08-10 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 326,544

F5: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Filing footnotes · ownership attribution and instrument terms

F1: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $101.81 to $102.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $102.81 to $103.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $103.81 to $104.06, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

F5: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 1,373 $108.22 $148,586.06
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 9

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 746,339

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F10 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $108.11 to $108.30. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 15,873 $107.75 $1,710,315.75
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 8

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 747,712

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F9 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $107.09 to $108.08. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 11,453 $106.45 $1,219,171.85
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 7

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 763,585

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F8 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $106.04 to $107.03. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 9,766 $105.58 $1,031,094.28
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 6

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 775,038

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F7 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $105.04 to $106.03. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 3,223 $104.76 $337,641.48
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 5

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 784,804

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F6 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $104.03 to $105.02. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 4,050 $103.18 $417,879.00
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 788,027

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F5 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $102.83 to $103.70. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 3,720 $102.17 $380,072.40
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 3

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 792,077

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F4 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $101.71 to $102.70. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 6,748 $101.25 $683,235.00
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 795,797

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $100.71 to $101.705. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 01:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 3,250 $100.07 $325,227.50
Disclosure

SEC source: 0000950103-26-003483 · dp243016_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 802,545

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $99.70 to $100.46. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
March 06, 2026 Filed Mar 7, 2026 00:00 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 220,805 $0.00 $0.00
Disclosure

SEC source: 0000950103-26-003431 · dp242955_4-shugar.xml · nonDerivative · entry 3

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 805,795

F2 · shares: Represents the exempt gift of shares by the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, to the Reporting Person.

Read SEC document
March 06, 2026 Filed Mar 7, 2026 00:00 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 220,805 $0.00 $0.00
Disclosure

SEC source: 0000950103-26-003431 · dp242955_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trust

Disclosed balance after: 18,104

F2 · shares: Represents the exempt gift of shares by the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, to the Reporting Person.

F3 · balance_after: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F3 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F3 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
March 04, 2026 Filed Mar 7, 2026 00:00 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 39,892 $101.04 $4,030,687.68
Disclosure

SEC source: 0000950103-26-003431 · dp242955_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 584,990

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on December 3, 2025.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 01:39 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 7,083 $92.28 $653,597.99
Disclosure

SEC source: 0000950103-25-014978 · dp237613_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 624,882

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 19, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $91.810 to $92.725. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 01:39 UTC Nextpower Inc. NXT · Entity 666 SaleCommon Stock 40,660 $91.10 $3,704,247.98
Disclosure

SEC source: 0000950103-25-014978 · dp237613_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 631,965

F1 · kind: The sales reported in this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on August 19, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $90.810 to $91.800. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission (SEC), upon request, full information regarding the number of shares sold at each separate price within such ranges.

Read SEC document
August 18, 2025 Filed Aug 18, 2025 23:57 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 87,635 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-010412 · dp233176_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 672,625

F1 · shares: Represents the exempt gift of shares by the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, to the Reporting Person.

Read SEC document
August 18, 2025 Filed Aug 18, 2025 23:57 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 87,635 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-010412 · dp233176_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 238,909

F1 · shares: Represents the exempt gift of shares by the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, to the Reporting Person.

F2 · balance_after: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
June 23, 2025 Filed Jun 25, 2025 00:19 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 21,917 $57.24 $1,254,529.08
Disclosure

SEC source: 0000950103-25-007781 · dp230549_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 584,990

F2 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F2 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
June 21, 2025 Filed Jun 25, 2025 00:19 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionRestricted Stock Units · Derivative 42,873 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007781 · dp230549_4-shugar.xml · derivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,166

Underlying: Common Stock · 42,873 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.exercise_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.expiration_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
June 21, 2025 Filed Jun 25, 2025 00:19 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionCommon Stock 42,873 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007781 · dp230549_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 606,907

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 153,376 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-007401 · dp230176_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 326,544

F1 · shares: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · balance_after: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 153,376 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-007401 · dp230176_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 564,034

F1 · shares: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
May 28, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 108,792 $55.35 $6,022,072.37
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · nonDerivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 717,410

F6 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of PSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F6 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of PSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionPerformance Stock Units · Derivative 244,064 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · derivative · entry 8

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 244,064 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · derivative.exercise_price: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

F2 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · shares: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

F2 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · price: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

F2 · derivative.exercise_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · derivative.exercise_date: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

F2 · derivative.expiration_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · derivative.expiration_date: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

Read SEC document
May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 GrantPerformance Stock Units · Derivative 100,528 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · derivative · entry 7

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 244,064

Underlying: Common Stock · 100,528 shares

Expires not disclosed

F2 · derivative.exercise_price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F9 · derivative.exercise_price: Reflects the third tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the performance metrics applicable to the PSUs for the rTSR performance period from April 1, 2023 to March 31, 2025 and the financial performance period from April 1, 2024 to March 31, 2025.

F2 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F9 · shares: Reflects the third tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the performance metrics applicable to the PSUs for the rTSR performance period from April 1, 2023 to March 31, 2025 and the financial performance period from April 1, 2024 to March 31, 2025.

F2 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F9 · price: Reflects the third tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the performance metrics applicable to the PSUs for the rTSR performance period from April 1, 2023 to March 31, 2025 and the financial performance period from April 1, 2024 to March 31, 2025.

F2 · derivative.exercise_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F9 · derivative.exercise_date: Reflects the third tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the performance metrics applicable to the PSUs for the rTSR performance period from April 1, 2023 to March 31, 2025 and the financial performance period from April 1, 2024 to March 31, 2025.

F2 · derivative.expiration_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F9 · derivative.expiration_date: Reflects the third tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the performance metrics applicable to the PSUs for the rTSR performance period from April 1, 2023 to March 31, 2025 and the financial performance period from April 1, 2024 to March 31, 2025.

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May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 GrantStock Option (Right to Buy) · Derivative 76,923 $0.00 Strike: $56.05 $0.00
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · derivative · entry 6

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,923

Underlying: Common Stock · 76,923 shares

Expires 2035-05-23

F8 · shares: Reflects an award of stock options to purchase shares of common stock of the Issuer granted to the Reporting Person on May 23, 2025. This option will vest and become exercisable on May 23, 2028, subject to the Reporting Person's continued service to the Issuer through the vesting date and acceleration in certain circumstances.

F8 · derivative.exercise_date: Reflects an award of stock options to purchase shares of common stock of the Issuer granted to the Reporting Person on May 23, 2025. This option will vest and become exercisable on May 23, 2028, subject to the Reporting Person's continued service to the Issuer through the vesting date and acceleration in certain circumstances.

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May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionCommon Stock 244,064 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · nonDerivative · entry 3

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 826,202

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · shares: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

F2 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F5 · price: Following the certification of the third tranche of PSUs that were granted on April 6, 2022, the PSUs settled in shares of the Issuer's common stock.

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May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 127,479 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 582,138

F2 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F3 · shares: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on May 21, 2024, which were initially earned upon certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the financial performance metrics applicable to the PSUs for the performance period from April 1, 2024 to March 31, 2025. The PSUs remain subject to an rTSR modifier performance metric for the performance period from April 1, 2024 to March 31, 2027, pursuant to which the number of shares earned based on achievement of the financial performance metrics can be adjusted between 75% - 150%.

F4 · shares: The amount reported herein reflects 75% of the number of PSUs earned based on achievement of the financial performance metrics, which is the minimum amount of PSUs that will be earned and eligible to vest at the end of the three-year performance period, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F2 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F3 · price: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on May 21, 2024, which were initially earned upon certification by the Board of Directors of the Issuer on May 23, 2025 of the level of achievement of the financial performance metrics applicable to the PSUs for the performance period from April 1, 2024 to March 31, 2025. The PSUs remain subject to an rTSR modifier performance metric for the performance period from April 1, 2024 to March 31, 2027, pursuant to which the number of shares earned based on achievement of the financial performance metrics can be adjusted between 75% - 150%.

F4 · price: The amount reported herein reflects 75% of the number of PSUs earned based on achievement of the financial performance metrics, which is the minimum amount of PSUs that will be earned and eligible to vest at the end of the three-year performance period, subject generally to the Reporting Person's continued employment with the Issuer through such date.

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May 23, 2025 Filed May 29, 2025 00:24 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 128,205 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-006529 · dp229349_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 454,659

F1 · shares: Reflects an award of restricted stock units ("RSUs") granted to the Reporting Person on May 23, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest 30% on May 23, 2026, 30% on May 23, 2027, and 40% on May 23, 2028, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date and acceleration in certain circumstances.

F1 · price: Reflects an award of restricted stock units ("RSUs") granted to the Reporting Person on May 23, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest 30% on May 23, 2026, 30% on May 23, 2027, and 40% on May 23, 2028, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date and acceleration in certain circumstances.

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May 22, 2025 Filed May 23, 2025 22:56 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 22,174 $53.37 $1,183,470.73
Disclosure

SEC source: 0000950103-25-006388 · dp229201_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 326,454

F1 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F1 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
April 25, 2025 Filed Apr 25, 2025 20:40 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 29,665 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-005258 · dp228101_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 173,168

F1 · shares: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · balance_after: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
April 25, 2025 Filed Apr 25, 2025 20:40 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 29,665 $0.00 $0.00
Disclosure

SEC source: 0000950103-25-005258 · dp228101_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 348,628

F1 · shares: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 20:36 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 27,114 $43.09 $1,168,342.26
Disclosure

SEC source: 0000950103-25-004365 · dp227223_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 378,293

F2 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on September 10, 2024 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F2 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on September 10, 2024 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:36 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionRestricted Stock Units · Derivative 0 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-004365 · dp227223_4-shugar.xml · derivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.exercise_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.expiration_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:36 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionCommon Stock 53,191 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-004365 · dp227223_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 405,407

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
July 10, 2024 Filed Jul 11, 2024 20:36 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 19,563 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-009915 · dp214388_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 143,503

F1 · kind: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F1 · balance_after: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · balance_after: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F2 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
July 10, 2024 Filed Jul 11, 2024 20:36 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 19,563 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-009915 · dp214388_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 352,216

F1 · kind: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F1 · balance_after: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

Read SEC document
June 30, 2024 Filed Jul 1, 2024 23:59 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 3,726 $46.96 $174,972.96
Disclosure

SEC source: 0000950103-24-009384 · dp213889_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 371,779

F1 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of restricted stock units ("RSUs"). These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F1 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of restricted stock units ("RSUs"). These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
June 21, 2024 Filed Jun 25, 2024 22:44 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionRestricted Stock Units · Derivative 42,873 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-24-008832 · dp213309_4-shugar.xml · derivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 100,039

Underlying: Common Stock · 42,873 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.exercise_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.expiration_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
June 21, 2024 Filed Jun 25, 2024 22:44 UTC Nextpower Inc. NXT · Entity 666 OtherCommon Stock 23,310 $51.07 $1,190,441.70
Disclosure

SEC source: 0000950103-24-008832 · dp213309_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 375,505

F2 · kind: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

F2 · shares: Reflects the number of shares required to be sold pursuant to a "sell-to-cover" transaction in order to satisfy the tax withholding obligations in connection with the vesting and conversion of RSUs. These sales are mandated by the Issuer's "sell-to-cover" policy adopted by the Issuer on March 2, 2023 pursuant to the requirements of Rule 10b5-1 and its authority under its equity incentive plan, and do not represent discretionary trades by the Reporting Person.

Read SEC document
June 21, 2024 Filed Jun 25, 2024 22:44 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionCommon Stock 42,873 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-24-008832 · dp213309_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 398,815

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on June 21, 2023, into shares of the Issuer's common stock, on a one-for-one basis.

Read SEC document
May 21, 2024 Filed May 22, 2024 22:05 UTC Nextpower Inc. NXT · Entity 666 GrantStock Option (Right to Buy) · Derivative 102,019 $0.00 Strike: $47.05 $0.00
Disclosure

SEC source: 0000950103-24-007023 · dp211502_4-shugar.xml · derivative · entry 5

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,019

Underlying: Common Stock · 102,019 shares

Expires 2034-05-21

F7 · shares: Reflects an award of stock options to purchase shares of common stock of the Issuer granted to the Reporting Person on May 21, 2024. This option will vest and become exercisable on May 21, 2027, subject to the Reporting Person's continued service to the Issuer through the vesting date and acceleration in certain circumstances.

F7 · derivative.exercise_date: Reflects an award of stock options to purchase shares of common stock of the Issuer granted to the Reporting Person on May 21, 2024. This option will vest and become exercisable on May 21, 2027, subject to the Reporting Person's continued service to the Issuer through the vesting date and acceleration in certain circumstances.

Read SEC document
May 21, 2024 Filed May 22, 2024 22:05 UTC Nextpower Inc. NXT · Entity 666 GrantPerformance Stock Units · Derivative 79,786 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-24-007023 · dp211502_4-shugar.xml · derivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,536

Underlying: Common Stock · 79,786 shares

Expires not disclosed

F3 · derivative.exercise_price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F6 · derivative.exercise_price: Reflects the second tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F3 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F6 · shares: Reflects the second tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F3 · price: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F6 · price: Reflects the second tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F3 · derivative.exercise_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F6 · derivative.exercise_date: Reflects the second tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F3 · derivative.expiration_date: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F6 · derivative.expiration_date: Reflects the second tranche of an award of PSUs, originally granted to the Reporting Person on April 6, 2022, which was earned upon the certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The earned PSUs will service-vest on March 31, 2025, subject generally to the Reporting Person's continued employment with the Issuer through such date.

Read SEC document
May 21, 2024 Filed May 22, 2024 22:05 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 134,260 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-007023 · dp211502_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,942

F4 · shares: Reflects an award of restricted stock units ("RSUs") granted to the Reporting Person on May 21, 2024. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest 30% on May 21, 2025, 30% on May 21, 2026, and 40% on May 21, 2027, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date and acceleration in certain circumstances.

F4 · price: Reflects an award of restricted stock units ("RSUs") granted to the Reporting Person on May 21, 2024. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest 30% on May 21, 2025, 30% on May 21, 2026, and 40% on May 21, 2027, subject to the Reporting Person's continued service to the Issuer through the relevant vesting date and acceleration in certain circumstances.

Read SEC document
May 21, 2024 Filed May 22, 2024 22:05 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 214,368 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-007023 · dp211502_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,682

F1 · shares: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on June 21, 2023, which were initially earned upon certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the financial performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The PSUs remain subject to an rTSR modifier performance metric for the performance period from April 1, 2023 to March 31, 2026, pursuant to which the number of shares earned based on achievement of the financial performance metrics can be adjusted between 75% - 150%.

F2 · shares: The amount reported herein reflects 75% of the number of PSUs earned based on achievement of the financial performance metrics, which is the minimum amount of PSUs that will be earned and eligible to vest at the end of the three-year performance period, subject generally to the Reporting Person's continued employment with the Issuer through such date.

F3 · shares: Each earned PSU reflects the right to receive one share of the Issuer's common stock upon satisfaction of the applicable vesting conditions.

F1 · price: Reflects performance stock units ("PSUs"), originally granted to the Reporting Person on June 21, 2023, which were initially earned upon certification by the Board of Directors of the Issuer on May 21, 2024 of the level of achievement of the financial performance metrics applicable to the PSUs for the performance period from April 1, 2023 to March 31, 2024. The PSUs remain subject to an rTSR modifier performance metric for the performance period from April 1, 2023 to March 31, 2026, pursuant to which the number of shares earned based on achievement of the financial performance metrics can be adjusted between 75% - 150%.

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April 01, 2024 Filed Apr 4, 2024 00:11 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionRestricted Stock Units · Derivative 39,893 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-24-004878 · dp209394_4-shugar.xml · derivative · entry 4

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,191

Underlying: Common Stock · 39,893 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.exercise_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · derivative.expiration_date: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

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April 01, 2024 Filed Apr 4, 2024 00:11 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 39,893 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-004878 · dp209394_4-shugar.xml · nonDerivative · entry 3

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 123,940

F2 · balance_after: Due to an inadvertent administrative error, all shareholdings of the Reporting Person were previously incorrectly reflected as being directly owned by the Reporting Person. However, all of the reported shares are indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, that was established by the Reporting Person, for which the Reporting Person is a co-trustee and beneficiary.

F3 · balance_after: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F4 · ownership.direct: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

F4 · ownership.nature: Reflects shares indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

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April 01, 2024 Filed Apr 4, 2024 00:11 UTC Nextpower Inc. NXT · Entity 666 GiftCommon Stock 39,893 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-004878 · dp209394_4-shugar.xml · nonDerivative · entry 2

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,314

F2 · balance_after: Due to an inadvertent administrative error, all shareholdings of the Reporting Person were previously incorrectly reflected as being directly owned by the Reporting Person. However, all of the reported shares are indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, that was established by the Reporting Person, for which the Reporting Person is a co-trustee and beneficiary.

F3 · balance_after: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

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April 01, 2024 Filed Apr 4, 2024 00:11 UTC Nextpower Inc. NXT · Entity 666 Exercise / conversionCommon Stock 39,893 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-24-004878 · dp209394_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,207

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F1 · price: Reflects the vesting and conversion of restricted stock units ("RSUs"), which were previously granted to the Reporting Person on April 6, 2022, into shares of the Issuer's common stock, on a one-for-one basis.

F2 · balance_after: Due to an inadvertent administrative error, all shareholdings of the Reporting Person were previously incorrectly reflected as being directly owned by the Reporting Person. However, all of the reported shares are indirectly beneficially owned by the Reporting Person through the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007, that was established by the Reporting Person, for which the Reporting Person is a co-trustee and beneficiary.

F3 · balance_after: Represents the exempt gift of shares by the Reporting Person to the Kathleen and Daniel Shugar Family Trust, dated May 10, 2007.

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January 17, 2024 Filed Jan 19, 2024 01:48 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 7,314 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-000860 · dp205379_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,284

F1 · date: On January 2, 2024, Flex Ltd. ("Flex") completed a distribution of all of the shares of common stock of Yuma, Inc. ("Yuma Shares") to Flex shareholders on a pro rata basis based on the number of ordinary shares of Flex (each, a "Flex Share") held by each Flex shareholder (the "Distribution") as of December 29, 2023, pursuant to that certain Agreement and Plan of Merger by and among Nextracker Inc. ("Nextracker"), Flex, Yuma, Inc. and Yuma Acquisition Corp. ("Merger Sub"), dated as of February 7, 2023 (the "Merger Agreement"). Upon the consummation of the Distribution, on January 2, 2024, Flex completed the merger of Yuma Inc. with and into Merger Sub, with Yuma surviving the merger as a wholly owned subsidiary of Nextracker (the "Merger" and, together with the Distribution, the "Transactions").

F2 · date: In connection with the Transactions, pursuant to the terms of the Second Amended and Restated Employee Matters Agreement, dated as of July 31, 2022, by and between Flex and Nextracker (the "EMA"), all outstanding restricted stock units with respect to Flex Shares ("Flex RSUs") held by the Reporting Person were assumed and converted into RSUs with respect to Nextracker's Class A Common Stock ("Nextracker RSUs"), with the number of Nextracker RSUs determined by multiplying (a) the number of Flex RSUs held by the Reporting Person immediately before the Transactions by (b) the "Nextracker Adjustment Ratio," as determined by the Board of Directors of Flex in accordance with the EMA.

F2 · shares: In connection with the Transactions, pursuant to the terms of the Second Amended and Restated Employee Matters Agreement, dated as of July 31, 2022, by and between Flex and Nextracker (the "EMA"), all outstanding restricted stock units with respect to Flex Shares ("Flex RSUs") held by the Reporting Person were assumed and converted into RSUs with respect to Nextracker's Class A Common Stock ("Nextracker RSUs"), with the number of Nextracker RSUs determined by multiplying (a) the number of Flex RSUs held by the Reporting Person immediately before the Transactions by (b) the "Nextracker Adjustment Ratio," as determined by the Board of Directors of Flex in accordance with the EMA.

F3 · shares: Represents the grant of Nextracker RSUs upon the assumption and conversion of the Flex RSUs held by the Reporting Person in connection with the Transactions, in accordance with the terms of the EMA. The Nextracker RSUs were granted pursuant to the Second Amended and Restated 2022 Nextracker Inc. Equity Incentive Plan on generally the same terms and conditions (including vesting and payment schedules) as were applicable to the corresponding Flex RSUs immediately prior to the Transactions.

F4 · shares: The Nextracker RSUs vest 100% on June 30, 2024, subject to the Reporting Person's continued service to Nextracker through the relevant vesting date.

F2 · price: In connection with the Transactions, pursuant to the terms of the Second Amended and Restated Employee Matters Agreement, dated as of July 31, 2022, by and between Flex and Nextracker (the "EMA"), all outstanding restricted stock units with respect to Flex Shares ("Flex RSUs") held by the Reporting Person were assumed and converted into RSUs with respect to Nextracker's Class A Common Stock ("Nextracker RSUs"), with the number of Nextracker RSUs determined by multiplying (a) the number of Flex RSUs held by the Reporting Person immediately before the Transactions by (b) the "Nextracker Adjustment Ratio," as determined by the Board of Directors of Flex in accordance with the EMA.

F3 · price: Represents the grant of Nextracker RSUs upon the assumption and conversion of the Flex RSUs held by the Reporting Person in connection with the Transactions, in accordance with the terms of the EMA. The Nextracker RSUs were granted pursuant to the Second Amended and Restated 2022 Nextracker Inc. Equity Incentive Plan on generally the same terms and conditions (including vesting and payment schedules) as were applicable to the corresponding Flex RSUs immediately prior to the Transactions.

F2 · balance_after: In connection with the Transactions, pursuant to the terms of the Second Amended and Restated Employee Matters Agreement, dated as of July 31, 2022, by and between Flex and Nextracker (the "EMA"), all outstanding restricted stock units with respect to Flex Shares ("Flex RSUs") held by the Reporting Person were assumed and converted into RSUs with respect to Nextracker's Class A Common Stock ("Nextracker RSUs"), with the number of Nextracker RSUs determined by multiplying (a) the number of Flex RSUs held by the Reporting Person immediately before the Transactions by (b) the "Nextracker Adjustment Ratio," as determined by the Board of Directors of Flex in accordance with the EMA.

F3 · balance_after: Represents the grant of Nextracker RSUs upon the assumption and conversion of the Flex RSUs held by the Reporting Person in connection with the Transactions, in accordance with the terms of the EMA. The Nextracker RSUs were granted pursuant to the Second Amended and Restated 2022 Nextracker Inc. Equity Incentive Plan on generally the same terms and conditions (including vesting and payment schedules) as were applicable to the corresponding Flex RSUs immediately prior to the Transactions.

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January 02, 2024 Filed Jan 4, 2024 22:17 UTC Nextpower Inc. NXT · Entity 666 GrantCommon Stock 5,257 $0.00 $0.00
Disclosure

SEC source: 0000950103-24-000324 · dp204869_4-shugar.xml · nonDerivative · entry 1

SHUGAR DANIEL S · CIK 0001425477 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,970

F1 · shares: On January 2, 2024, Flex Ltd. ("Flex") completed a distribution of all of the shares of common stock of Yuma, Inc. ("Yuma Shares") to Flex shareholders on a pro rata basis based on the number of ordinary shares of Flex (each, a "Flex Share") held by each Flex shareholder (the "Distribution") as of December 29, 2023, pursuant to that certain Agreement and Plan of Merger by and among Nextracker Inc. ("Nextracker"), Flex, Yuma, Inc. and Yuma Acquisition Corp. ("Merger Sub"), dated as of February 7, 2023 (the "Merger Agreement").

F2 · shares: Upon the consummation of the Distribution, on January 2, 2024, Flex completed the merger of Yuma Inc. with and into Merger Sub, with Yuma surviving the merger as a wholly owned subsidiary of Nextracker (the "Merger"). Pursuant to the Merger Agreement, as a result of the Merger, each Yuma Share that was issued and outstanding as of immediately prior to the closing of the Merger automatically converted into the right to receive a number of shares of Class A common stock, par value $0.0001 of Nextracker ("Nextracker Class A Common Stock") based on an exchange ratio of 0.174185 (the "Exchange Ratio").

F3 · shares: This amount reflects the number of shares of Nextracker Class A Common Stock issued by Nextracker to the Reporting Person in connection with the Merger in respect of the number of Yuma Shares held by the Reporting Person after giving effect to the Distribution.

F1 · price: On January 2, 2024, Flex Ltd. ("Flex") completed a distribution of all of the shares of common stock of Yuma, Inc. ("Yuma Shares") to Flex shareholders on a pro rata basis based on the number of ordinary shares of Flex (each, a "Flex Share") held by each Flex shareholder (the "Distribution") as of December 29, 2023, pursuant to that certain Agreement and Plan of Merger by and among Nextracker Inc. ("Nextracker"), Flex, Yuma, Inc. and Yuma Acquisition Corp. ("Merger Sub"), dated as of February 7, 2023 (the "Merger Agreement").

F2 · price: Upon the consummation of the Distribution, on January 2, 2024, Flex completed the merger of Yuma Inc. with and into Merger Sub, with Yuma surviving the merger as a wholly owned subsidiary of Nextracker (the "Merger"). Pursuant to the Merger Agreement, as a result of the Merger, each Yuma Share that was issued and outstanding as of immediately prior to the closing of the Merger automatically converted into the right to receive a number of shares of Class A common stock, par value $0.0001 of Nextracker ("Nextracker Class A Common Stock") based on an exchange ratio of 0.174185 (the "Exchange Ratio").

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.